Dynamic Planner rolls out DFM reports service for advisers
Performance for over 900 DFM MPS currently risk profiled has been added
ANNOUNCEMENT: UK Adviser is now PA Adviser. Read more.
Performance for over 900 DFM MPS currently risk profiled has been added
Fixed income allocations topped up
MPS rolled out on Abrdn, Aviva Investors and Quilter
Data drawn from users of Defaqto Engage
Move part of a recent re-balance
Managed by head of research, Jonathan Moyes
Which will be available immediately through its MPS
Who will be able to compare one fund with another or see the impact from combining funds
Who will apply behavioural research and AI technology to screen and select suitable funds
Just five launches have been reported to Morningstar this year
Taking the total number of adviser platforms using the MPS to 15
Potential legal and PI cover benefits for advisers compared with the traditional ‘agent as client’ approach